Forvis Mazars Wealth Advisors
$6.0B 13F equity value
442 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Forvis Mazars Wealth Advisors covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | 5,063,337 | $1.9B | 31.3% |
| VEU | VANGUARD INTL EQUITY INDEX F | 7,647,741 | $640M | 10.7% |
| HELO | J P MORGAN EXCHANGE TRADED F | 3,326,812 | $225M | 3.8% |
| VCRB | VANGUARD MALVERN FDS | 2,345,516 | $181M | 3.0% |
| SCHB | SCHWAB STRATEGIC TR | 6,148,772 | $178M | 3.0% |
| AGG | ISHARES TR | 1,551,511 | $154M | 2.6% |
| VOO | VANGUARD INDEX FDS | 212,022 | $146M | 2.4% |
| TSPA | T ROWE PRICE EXCHANGE-TRADED | 3,042,932 | $145M | 2.4% |
| FBND | FIDELITY MERRIMACK STR TR | 2,968,727 | $135M | 2.3% |
| DFEM | DIMENSIONAL ETF TRUST | 3,210,847 | $130M | 2.2% |
Track Forvis Mazars Wealth Advisors's 13F portfolio: $6.0B in reported holdings, 442 positions. Top holdings and quarterly changes on SentiSense.
This page is powered by the SentiSense API: GET /api/v1/institutional/institution/{slugOrCik}